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Portfolio (Quarterly) Guide ↗

6th Street Advisors, LLC

· CIK 0002102803
13F Portfolio $174M AUM 61 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 10 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACIO ETF SER SOLUTIONS 644,684.0 $29.7M 17.09% -4K -0.6% $46.14 +2.0%
2 DUBS ETF SER SOLUTIONS 311,082.0 $13.0M 7.44% -4K -1.4% $41.65 +3.6%
3 VEA VANGUARD TAX-MANAGED FDS 151,441.0 $10.8M 6.20% -1K -0.8% $71.25 +2.5%
4 SPYM SPDR SERIES TRUST 115,973.0 $10.2M 5.86% -976.0 -0.8% $87.88 +3.1%
5 ETF SER SOLUTIONS 315,084.0 $8.4M 4.84% -2K -0.7% $26.75
6 XOM EXXON MOBIL CORP Energy 6,417.0 $877K 0.50% -242.0 -3.6% $136.73 +14.6%
7 NVDA NVIDIA CORPORATION Technology 4,368.0 $874K 0.50% -51.0 -1.1% $200.11 +8.7%
8 RSP INVESCO EXCHANGE TRADED FD T 3,404.0 $724K 0.42% -787.0 -18.8% $212.79 +3.7%
9 AAPL APPLE INC Technology 1,894.0 $548K 0.32% -183.0 -8.8% $289.37 +10.5%
10 SO SOUTHERN CO Utilities 5,670.0 $543K 0.31% -75.0 -1.3% $95.72 -7.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.9%
Financial Services 16.2%
Industrials 12.9%
Consumer Defensive 12.8%
Energy 11.7%
Utilities 6.2%
Basic Materials 5.2%
Healthcare 5.0%
Consumer Cyclical 4.0%
Communication Services 2.2%